On the 11th, Kiwoom Securities maintained its 'BUY' investment opinion and a target price of 360,000 KRW for Sanil Electric. This is due to the anticipated benefits from the expansion of the data center and renewable energy markets.

Sanil Electric, a power equipment specialist, has secured solid competitiveness in the special transformer sector. The securities industry evaluated that Sanil Electric is successfully expanding its business area from its existing focus on special transformers for renewable energy to the power infrastructure value chain, including data centers and on-site power generation.

In particular, the expansion of investments in data centers by global big tech companies, driven by the proliferation of the artificial intelligence (AI) industry, is leading to an increase in demand for large-scale power supply facilities. As stable power supply is essential for data centers, the accompanying growth of the transformer and power equipment markets is anticipated. The financial sector is paying close attention to the possibility of Sanil Electric establishing itself as a key equipment supplier in the process of building data center power infrastructure.

Recently, the power equipment industry has been receiving hot market attention due to expectations of benefits from the expansion of power grid investments, primarily in North America, and the growth of the AI industry. There is also an ongoing trend of increasing order backlogs and improved performance forecasts for companies related to transformers and switchgear. It is evaluated that demand is also steadily increasing in the markets for renewable energy power generation facilities, energy storage systems (ESS), and industrial power equipment, highlighting Sanil Electric's mid- to long-term growth potential.

The market views the scale of Sanil Electric's future new orders and whether the proportion of its revenue related to data centers will expand as key variables that will determine the stock's trajectory. Investors are keeping a close eye on global data center expansion trends and movements to increase investments in power infrastructure.

[This article was written with the assistance of AI. This article is intended to provide information for reference in making investment decisions and does not recommend the purchase or sale of specific stocks. Any losses resulting from stock investments belong to the individual investor, and investment decisions must be made after thorough consideration and under one's own responsibility.]